Features
A permanent, organized record of emails, files, and decisions — without forcing external workers to adopt new software.
BoardRecord works alongside your existing HOA platform and management company. We add the communication and document layer; we don't replace accounting, dues, or full building management.
Email-Native Project Timelines
Every email is logged chronologically into a structured project timeline. Attachments are stored and tracked. Full history of every conversation, file, and update in one place.
- Emails and attachments organized per project
- Chronological timeline with sender, date, and status
- Hybrid timeline and expandable thread views
No-Login Vendor Communication
External workers use email as usual — no accounts, portals, or training required. This is the core differentiator: zero behavior change for anyone outside your board.
- Contractors send updates via email
- Architects submit files via email
- Vendors ask questions via email
- Board maintains full control via whitelist
Whitelisted & Controlled Access
Only pre-approved email addresses can communicate with your building workspace. Prevent unauthorized or noisy communication and maintain a clean, professional audit trail.
- Add approved senders at the building or project level
- Control who can send files or ask questions
- Automated notification when someone is added
- Remove access instantly by deleting from the whitelist
Multi-Project Per Building
Separate timelines for each project within a single building workspace. No more mixing unrelated email threads across different renovation or capital projects.
- Unit 3B Renovation, Roof Replacement, Elevator Upgrade — each with its own timeline
- Dedicated email address per project (e.g., roof@yourbuilding.boardrecord.com)
- Building-wide address for general communications
Email-Based Document Q&A
Email a question about your project documents and get an answer with source citations. Instantly retrieve information from proposals, permits, invoices, and diagrams without re-reading old threads.
- Ask questions in plain language via email
- Answers reference specific uploaded documents
- Scoped to the project you email
- Works for any whitelisted board member
Internal Notes & Approvals
Board ProDocument decisions directly alongside the email history. This is not chat — this is decision documentation. Board members can see what happened, what was decided, and why.
- Add internal notes to timeline entries (board-only)
- Mark approvals: Approved, Not Approved, or Needs Changes
- Keep internal commentary private from vendors
- Clear record of what was decided, by whom, and when
Audit Trail & Export
Board ProEvery email, file, approval, and note is permanently recorded. Export a complete audit trail for disputes, compliance, and record-keeping.
- Retrieve historical approvals instantly
- Full paper trail for every project decision
- Searchable by project, sender, or date
- Export audit trail for compliance or legal review
Ready to bring structure to your building projects?
Start with a free 7-day trial — no credit card required.